Lead with Clarity - not confusion!
This course empowers business leaders to confidently guide IT projects by bridging the gap between strategy and technology; ensuring projects deliver read business value.
You don’t need to be a project manager to lead like one.
This course helps business leaders take the best of project management structure, clarity, and risk control and apply it through a business lens to drive alignment, influence outcomes, and deliver real value on IT projects.
You Were Never Meant to Be the Tech Translator… But Here You Are
The board approved the budget. The system promised efficiency. Yet six months in, you’re fielding confused questions from your team, sitting through meetings crammed with acronyms, and watching deadlines slip while the promised business value drifts further away.
Sound familiar?
You’re a business leader, not an IT expert. But in today’s world, digital transformation is everyone’s job. Without clear leadership from the business side, IT projects stall—or worse, fail.
That’s why we created Bridging Business and IT—a course designed for business leaders who want to lead smarter without needing to be technical experts. Learn how to take the best of project management and apply it through a business lens to drive alignment, protect value, and deliver results.
Translate strategy into action so every IT initiative directly supports business goals.
Protect business value by keeping scope, priorities, and benefits aligned from kickoff to go-live.
Lead process change with confidence, ensuring systems enable-not disrupt-how your teams work.
Engage the right stakeholders early and often to drive decisions, reduce rework and maintain alignment.
Advocate for your business teams throughout the project lifecycle so their voices shape outcomes, not react to them.
Because when business and IT speak the same language, success isn’t just possible—it’s Predictable!
MEET THE FOUNDER & CEO
I'm Cathleen!
I bridge the gap between business and IT—combining decades of finance leadership with hands-on experience in ERP and system implementations. I help teams translate strategy into action, align cross-functional stakeholders, and deliver measurable business outcomes.
With a focus on value realization and user adoption, I guide organizations through change—bringing clarity, structure, and a business-first mindset to every transformation.
I’ve seen firsthand the instability large IT transformations can bring. That experience fuels my passion for helping clients strengthen their processes, lead with confidence, and truly bridge the gap between business and technology.
I hold an MBA from Bentley University, along with certifications as a Project Management Professional (PMP) and Professional Certified Coach (PCC).
Beyond consulting, I stay active in the community—mentoring entrepreneurs through EforAll Worcester, fostering community and continuous learning. I’m equally committed to my own growth, exploring creativity through art, travel, and time spent with family, friends, and my garden.
Course Contents
A Roadmap from Chaos to Clarity
No more guessing what comes next. You'll follow a structured path from business case to stabilization, learning how each step adds value.
Define the "why". Tie every project to measurable business outcomes.
Engage the right people. Build accountability and alignment early.
Align systems with process. Ensure technology supports how your team works.
Lead through change. Navigate testing, training, and hypercare with confidence.
Deliver lasting value. Keep focus on outcomes and not just go-live.
How Each Module Works
Each module mirror the lifecycle of a real transformation and connects business strategy to project execution.
Introduction - Understand the business purpose, key drivers, and timing.
Core Lesson - Practical concepts and visuals to bridge business and IT.
Use Case (where applicable) - Real world scenarios and examples
Summary & Reflection - Reinforce lessons using the PIVOT Model (People, Integrated Processes, Value, Optimization, Tools & Technology).
The PIVOT Framework in Action
Your compass for leading transformation.
People: Engage the right voices.
Integrated Processes: Connect workflows across teams.
Value: Protect outcomes and ROI.
Optimization: Focus on what moves the needle.
Tools & Technology: Enable, don't dictate, success.
The Bridge Builder ToolKit
Everything you need to put lessons to work right away.
Use Case Templates - See how project principles come alive in real business scenarios.
Blank Templates - Editable RAID log, Value Tracker, Curriculum Planner, and Tee Shirt Sizing Grids
Models & Frameworks - Quick-reference visuals like the Value/Effort chart and Five W's Open Ended Question Guide.
The PIVOT Pack - A printable reference that keeps People, Integrated Process, Value, Optimization and Technology front and center.
The Result
You'll bridge the gap between business and IT with confidence--leading smarter, aligning faster, and protecting business value every step of the way.
TESTIMONIALS
What others are saying
— Senior Finance Analyst
I walked away with practical tools and a complete understanding of how to lead IT projects from a business perspective. The pacing was perfect, and the examples made it easy to follow even complex topics.
— Finance Manager
I appreciate how business-focused the material was. It didn't get lost in technical jargon -- instead, it explained IT project concepts in a way that makes sense to business leaders. Every module built logically on the last, creating a full picture of how to lead with value.
Find the Perfect Learning Package for You
Choose Your Plan
Individual Plan
$429
1 user
Self-paced program
One year access to course, materials, and tools
Individual 3 Installment
$150/3MOS
1 user
Self-paced program
One year access to course, materials, and tools
Payment over three months
Team Plan
$2199
5-10 users for team
Self-paced program
One year access to course, materials and tools
STILL NOT SURE?
Frequently Asked Questions
Have questions about our services? You're in the right place!
What comes with the course?
You’ll receive full access to Building the Bridge Between Business and IT, including all video lessons, downloadable resources, and the Bridge Builder Toolkit—a library of editable templates, models, and the PIVOT reference pack. Each module includes clear guidance, use cases, and reflection exercises to help you apply concepts directly to your own organization.
What is the instructor's background?
The course is led by Cathleen Warren, a Finance Transformation Consultant, Project Management Professional (PMP), and Certified Coach (PCC) with decades of experience leading ERP and system initiatives. Before consulting, Cathleen spent years in Finance leadership roles, managing teams through the challenges of large-scale system changes. She’s been in your shoes—balancing day-to-day operations while navigating complex IT projects—and now helps business leaders do the same with structure, confidence, and measurable value.
Where may I learn more about Cathleen’s practice and services.
You can explore more about Cathleen's consulting work at www.cathleenwarren.com or on LinkedIn @cathleentwarren.
Is there a money-back guarantee?
Yes. If you complete the course and feel it didn’t deliver the clarity, structure, or practical tools you expected, you can request a full refund within 30 days of purchase. We want every learner to feel confident that this program provides real value for their organization.
How long will I have access to the course?
You’ll have one year access to all course materials, including future updates and new templates added to the toolkit. You can revisit lessons any time and download resources for ongoing reference as you lead new projects.